Add team members

Customer emails tend to get forwarded (fwd), carbon copied (cc), and blind carbon copied (bcc), making it difficult to keep track of those conversations. Dossier keeps everyone in the loop automatically!

As customer (contact) messages start coming into Dossier, you will want to add team members to your own workspace so that you can assign them to workspaces to follow up with customers.

When you sign up with Dossier, or when you log back in, just allow Dossier to sync new email from colleagues and add team members automatically.

Dossier syncs your email inbox in real time. With each sync, Dossier brings in new emails and contact email addresses (if it finds any) and asks you to confirm if you want to create a new workspace for each. You can choose to rename the workspaces, skip creating workspaces for those contacts, or click Next to accept Dossier's workspace names.

If it finds additional emails from contacts that belong to an existing workspace, Dossier simply converts their emails and adds them to the workspace. For instance, if you have emails from everyone at @trekcyclery.com going into a workspace called Trek Cyclery, Dossier simply adds new contacts with @trekcyclery.com email addresses to that workspace. Click Review email on the right of the message feed when you see the new email icon and prompt.

Team members who have been invited or added to a workspace can see a JOIN tag next to that workspace. All they need to do is click Join to participate in conversations in that workspace.

NOTE: If you select Skip during the sync process, Dossier no longer includes that email address in future email syncs.